1.Catch payment event payload
Integrate Webhooks by Zapier and data extraction tools to capture gateway payloads and extract core fields for reconciliation rows.
Log incoming payment events to reconciliation sheet for billing team
Automatically capture payment event payloads via Webhooks by Zapier across payment gateways. Send finance an email summary and append standardized reconciliation rows in Google Sheetsβso you can audit confirmations, reduce manual ledger work, and keep payment data actionable without manual reconciliation.
How this automation logs payment events in your sheet
When payment event payloads reach the Webhooks by Zapier catch hook, delays can make reconciliation harder to audit. This automation extracts fields, formats and filters records, appends rows to Google Sheets, and emails financeβso your team can post ledger-ready entries quickly.
Webhooks by Zapieror swap with your favorite app
2.Format timestamp for reporting
Integrate Formatter by Zapier and reporting tools to format the incoming timestamp and map it to your reporting date column.
Formatter by Zapieror swap with your favorite app
3.Filter for qualifying records
Integrate Paths by Zapier and conditional routing tools to branch by product or order-type criteria and continue only for matches.
Paths by Zapieror swap with your favorite app
4.Append reconciliation row
Integrate Google Sheets and spreadsheet mapping tools to map amount, identifiers, and references and append a new row.
Google Sheetsor swap with your favorite app
5.Email finance reconciliation summary
Integrate Gmail and notification tools to send a concise payment summary and a link to the configured reconciliation sheet.
Gmailor swap with your favorite app
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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